Bio
Credentials
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CEBS®-Compliant U.S. 2020
International Foundation of Employee Benefit Plans -
Certified Employee Benefit Specialist® (CEBS) U.S.
International Foundation of Employee Benefit Plans
Experience
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Registered Representative
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Jun 2004 - Present
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. LPL Financial is not affiliated with Benefit Review Services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Principal and Benefit Consultant
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Aug 1989 - Present
Provide employee benefit consulting services. Assist businesses in managing their employee benefit risk and overall employee benefit costs. Specialize is self-funding benefit risk.
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Confed Admin Services, Inc.
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Detroit, Michigan
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Benefit Consultant
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Feb 1985 - Aug 1989
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Detroit, Michigan
Set up self-funded medical plans for large association and corporate plans.
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Education
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Michigan State University
Bachelor of Arts (B.A.), Finance, Minor Insurance and Risk Management -
Wharton School, University of Pennsylvania
CEBS -
Insurance Institute of America
ARM
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